Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

PM1 is employed by numerous leading private wealth management banks worldwide to oversee assets on an international level, utilizing various booking centers. Its fundamental advantages stem from PM1's provision of the most extensive features available in the front-/mid-office software category, which facilitates complete life-cycle management within the private banking sector. This encompasses everything from comprehensive client regulatory compliance to consolidated reporting across multiple booking centers, all while delivering an exceptional user experience. PM1 stands out as the sole software solution capable of fulfilling the expectations of contemporary banks that seek a blend of digital excellence and personalized service. Additionally, recognizing that no software operates in a vacuum, PM1 boasts top-tier interfacing capabilities that allow seamless integration with essential banking systems, order execution platforms, and a wide range of commonly employed applications. Furthermore, hosting solutions are flexible, offering options that include on-premise installations, the PM1 Cloud, and collaboration with the Finstar Open Banking platform for enhanced accessibility and performance. Ultimately, PM1 not only meets but exceeds the multifaceted needs of the modern financial landscape.

Description

We help you unlock the potential of Open Banking by connecting to over 3500 European banks across 21 countries. This API will also allow you to advance your business. Worldline's open banking capabilities are industry-leading and include everything from Account to Account (A2A), to IBAN checks, credit scoring and business financial management.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adpoint No 
Apiax Yes 
ArboStar No 
BillingPlatform No 
BridgerPay No 
Craver No 
Evenda No 
Foodiv No 
GivingTools No 
Magestore No 
Member365 No 
PetExec No 
Primer No 
Spoonity No 
TRUSTZONE No 
Txt2Give No 
WhenThen No 
Yoordi No 
Zaui No 
idloom-events No 

Integrations

Adpoint Yes 
Apiax No 
ArboStar Yes 
BillingPlatform Yes 
BridgerPay Yes 
Craver Yes 
Evenda Yes 
Foodiv Yes 
GivingTools Yes 
Magestore Yes 
Member365 Yes 
PetExec Yes 
Primer Yes 
Spoonity Yes 
TRUSTZONE Yes 
Txt2Give Yes 
WhenThen Yes 
Yoordi Yes 
Zaui Yes 
idloom-events Yes 

Pricing Details

$30000 one-time payment
Free Trial No 
Free Version No 

Pricing Details

Volume based pricing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Expersoft Systems

Founded

1992

Country

Switzerland

Website

www.expersoft.com/solutions

Vendor Details

Company Name

Worldline

Founded

1973

Country

France

Website

worldline.com

Product Features

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

Product Features

Payment Gateways

ACH / eCheck support No 
Buyer Authentication No 
Credit / Debit Support No 
Customer Information Storage No 
Fraud Prevention No 
Invoicing No 
Multi-Currency No 
PCI Compliance No 
Point-of-Sale (POS) No 
Recurring Billing / Subscriptions No 
Reporting / Analytics No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions Yes 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture No 

Alternatives

Alternatives

Ingenico TETRA Reviews

Ingenico TETRA

Ingenico
Tindeco VISION Reviews

Tindeco VISION

Tindeco Financial Services
Token Reviews

Token

Token.io
BANKSapi Reviews

BANKSapi

BANKSapi Technology GmbH